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Posts Tagged ‘NextOS’

NextOS Feature Access Codes

Tall-Guide-2013-05-29Tall-Guide-2013-05-29

 

How do I create my first user?

Creating a new employee allows you the ability to use your Nextiva Phone. Unlike Copper line phone that require a phone number to be able to make and receive calls, VoIP phones do not require a phone number, but instead require a user with an extension. To be able to make and receive calls an employee must be created so that a phone can be linked to the user. This allows the system to correctly  route calls.

Setting up from portal:

1. Log into your Nextiva portal by visiting www.nextiva.com and clicking on the Customer Login found at the top right.

2.     Once logged in select Go to Site, select the site you want the employee added to.  On the new page that appears click on the blue Employees link for the default site. Then click View Employees. On the new page click on the blue Create New Employee link in the upper right hand corner.

3.     Fill out the information marked by a red * starting with a unique UserID. The User ID is like the first part of an email address, and needs to be unique, try utilizing a naming convention such as company name, employee first initial, employee last name, (i.e. NextivaJSmith). Click Submit and the employee will be created. Fill  in the remaning information, make sure to select the correct time zone for the site.   

4.     Next, you will assign a number or an extension to that employee. This information is found in the Phone Information box. If you select a number the last for digits will automatically become the extension, you can change this if you would like. Then, verify that the e-911 information is correct and press Continue.

5.     You will now be on the Assign a Device page, here you will select the phone you want assigned to this employee. Make sure to select the correct phone model and Mac address. Finally, select Generate on both the authentication name and authentication password and select Sumbit.

 

How to Configure a Bria Softphone on an Android Device

Before you are able to complete this phone setup, you must have created employees in your Nextiva account. You also must have added a phone to your Nextiva account.

Nextiva supports a variety of different softphones with our Hosted SIP Service. We recommend Bria, which is a product made by Counterpath, a non-affiliated company. Bria is simply-designed and offers the functionality necessary to integrate with our NextOS platform. It also provides a module that is easy to setup and use.

NOTE : Bria is not compatible with all Android devices. Please review the following list to ensure that your iPhone device is compatible with the Bria softphone software before purchasing the application.

Operating System

  • Android V2.2 or later

Supported Devices

  • HTC Evo™ 4G
  • HTC Desire™
  • HTC Desire Z™
  • HTC Wildfire™
  • HTC Thunderbolt™
  • HTC Aria™
  • HTC Legend™
  • HTC One V™
  • Droid Incredible by HTC
  • Nexus One™
  • Samsung Epic™ 4G Android Smartphone (SPH-D700)
  • Samsung Galaxy Nexus™
  • Samsung Galaxy S i9000
  • Samsung Galaxy S Fascinate™ 3G+ (SCH-i500)
  • Samsung Galaxy S Vibrant™ (GT-i9000)
  • Samsung Galaxy S Captivate™ (SGH-i896)
  • Samsung Galaxy S2™
  • Samsung Galaxy S III™
  • Samsung Galaxy Note
  • DROID by Motorola
  • DROID 2 by Motorola
  • DROID X by Motorola
  • Motorola ATRIX™
  • Motorola Charm™
  • Motorola Droid Bionic™
  • Motorola DROID RAZR MAXX™
  • Motorola Milestone™
  • Motorola XPRT™ MB612
  • Sony Ericsson XPERIA™ X10

1.) Our first step will include downloading and installing the Bria softphone on your Android device.  There is a cost associated to this software and may be purchased through your Google Play Store.

2.) Once the application has been installed, we can proceed to the setup process.  There are few pre-requirements necessary to be completed within your Nextiva NextOS Portal before the softphone can be provisioned and register with Nextiva’s servers.

  1. An employee must be created within your NextOS Portal with an assigned extension
  2. A Generic SIP Device must be added to the NextOS Portal under Devices.
  3. The employee that was created must have a Generic SIP Device assigned to the employee under the Assigned Devices section.  You can access this information by clicking EDIT next to the employee to whom the softphone will be assigned.

3.) Once you have opened the Bria application on your softphone you will see an icon in the bottom right corner of the screen that appears as, Two Gear Sockets connected together.  Select this icon to access the Settings Menu.

4.) At this point you will see various options within the Settings Menu.  From here proceed by tapping the option labeled as Accounts.

5.) At the top of the screen you will see an option labeled as ACCOUNTS +. Tap this option to begin creating a new account through your Bria Softphone.

6.) Avoid selecting any of the predefined criteria of another provider.  Proceed to select SIP Making Calls.

7.)    Here you will enter in information necessary to provision the Bria Softphone with information that can be obtained through NextOS portal.  Have your employee information available before proceeding into the next steps

  1. Account Name – Enter “Nextiva” or any description you would like to describe as your account name
  2. Display As – You can enter anything in this field and will typically show up as an “internal caller ID setting” when dialing another employee or extension on your NextOS portal
  3. Username – this was created when you established the employee on the Nextiva NextOS Portal.  You can EDIT your employee and proceed to click on EDIT under Assigned Devices to obtain these credentials. Your username will be labeled as SIP Username on the NextOS Portal.
  4. Password – This will also be defined under the EDIT section of your employee on the NextOS Portal.  If it is not clearly visible on the portal, select Reset Authentication Password and press the Generate button.  Here a new password will be created and before submitting enter the defined criteria into your Bria Softphone.
  5. Domain – your domain should be listed as, prod.voipdnsservers.com:5062 when connecting your Bria Softphone to a Nextiva NextOS account
  6. VM Number – Your voicemail number should be entered as 9999
  7. Proceed to click on Account Advanced
  8. Outbound Proxy – This should be listed as, prod.voipdnsservers.com:5062
  9. Authorization Name – The authorization name will also be obtained through your NextOS portal along with the information of the SIP Username and Domain.  In your portal this will be labeled as “Authentication Name.”
  10. At this time select the Back option and return to the Accounts Menu
  11. Press the Menu key on your Android phone and select EXIT
  12. Reload the Bria application through your application menu
  13. Select the CHECK BOX to the right of the account to enable the account
  14. You should proceed to see the Bria Icon display a registration (meaning the red X is removed from the Bria Logo)
  15. Place a test call to confirm success by selecting the PHONE icon at the bottom of the Bria Softphone Menu

NOTE : Bria’s interactions will vary depending on connection via Wi-Fi, 3G & 4G.  It is recommended using the Bria Softphone with a Wi-Fi or 4G connection typically. However, 3G connections may not provide enough bandwidth to support a quality phone call depending on the signal strength of your service provider.  Data rates with your service provider may apply.

 

If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

How to Configure a Bria Softphone on an iPhone Device

Before you are able to complete this phone setup, you must have created employees in your Nextiva account. You also must have added a phone to your Nextiva account.


Nextiva supports a variety of different softphones with our Hosted SIP Service. We recommend Bria, which is a product made by Counterpath, a non-affiliated company. Bria is simply-designed and offers the functionality necessary to integrate with our NextOS platform. It also provides a module that is easy to setup and use.

NOTE : Bria is not compatible with all iPhone Devices. Please review the following list to ensure that your iPhone device is compatible with the Bria softphone software before purchasing the application.

System Requirements:

Voice / Messaging and Presence Add-On:

  • iPhone - 3GS, 4, 4S, or 5 running iOS5+
  • iPod - Touch (3rd generation+)

Video Calling Add-On:

  • iPhone - 4, 4S, or 5 running iOS5+
  • iPod - Touch (4th generation+)

1.) Our first step will include downloading and installing the Bria softphone on your iPhone device. There is a cost associated with this software and may be purchased through your Apple Store.

2.) Once the application has been installed, proceed to the set up process. There are few requirements that need to be completed within your Nextiva NextOS Portal before the softphone can be provisioned and register with Nextiva’s servers.

  1. An employee must be created within your NextOS Portal with an assigned extension
  2. A Generic SIP Device must be added to the NextOS Portal under Devices.
  3. The employee that was created must have a Generic SIP Device assigned to the employee under the Assigned Devices section. You can access this information by clicking EDIT next to the employee to which you wish to assign the softphone.

3.) Once you have opened the Bria application on your cell phone you will see an icon in the bottom right corner of the screen that appears as, Two Gear Sockets connected together. Select this icon to access the Settings Menu.

4.) At this point, you will see various options within the Settings Menu. From here, proceed by tapping the option labeled as Accounts.

5.)    At the top of the screen you will see an option labeled as ACCOUNTS +. Tap this option to begin creating a new account through your Bria Softphone.

6.)    Avoid selecting any of the predefined criteria of another provider. Proceed to select SIP Making Calls.

7.)    Here you will enter in information necessary to provision the Bria Softphone with information that can be obtained through NextOS portal. Have your employee information available before proceeding into the next steps.

  1. Account Name – Enter “Nextiva” or any description you would like to describe as your account name.
  2. Display As – You can enter anything in this field and will typically show up as an “internal caller ID setting” when dialing another employee or extension on your NextOS portal.
  3. Username – this was created when you established the employee on the Nextiva NextOS Portal. You can EDIT your employee and proceed to click on EDIT under Assigned Devices to obtain these credentials. Your username will be labeled as “SIP Username” on the NextOS Portal.
  4. Password – This will also be defined under the EDIT section of your employee on the NextOS Portal. If it is not clearly visible on the portal, select Reset Authentication Password and press the Generate button. Here a new password will be created, and before submitting, enter the defined criteria into your Bria Softphone.
  5. Domain – your domain should be listed as, prod.voipdnsservers.com:5062 when connecting your Bria Softphone to a Nextiva NextOS account.
  6. VM Number – Your voicemail number should be entered as 9999
  7. Proceed to click on “Account Advanced”
  8. Outbound Proxy – This should be listed as, prod.voipdnsservers.com:5062
  9. Authorization Name – The authorization name will also be obtained through your NextOS portal along with the information of the SIP username and Domain. In your portal this will be labeled as Authentication Name.
  10. At this time select the Back option and return to the Accounts Menu
  11. In the upper left-hand corner of the screen select the ACCOUNTS button
  12. Proceed by tapping the PREFERENCES button
  13. Within the “Mobile Data Network” turn the following two settings ON

i.      Use When Available

ii.      Allow VoIP Calls

  1. In the upper left-hand corner of the screen select the ACCOUNTS button to return to the “ACCOUNTS” page
  2. Select the blue arrow to the right of your Nextiva account
  3. At the top of the Menu select the button labeled as REGISTER
  4. The softphone will display registered knowing that all necessary credentials have been met
  5. Place a test call to confirm success by selecting the PHONE icon at the bottom of the Bria Softphone Menu

NOTE : Bria’s interactions will vary depending on connection via Wi-Fi, 3G & 4G. It is recommended using the Bria Softphone with a Wi-Fi or 4G connection, typically. However, 3G connections may not provide enough bandwidth to support a quality phone call, depending on the signal strength of your service provider. Data rates with your service provider may apply.

Still have questions?

If you have any questions directly ask an Amazing Service Team member here or email us at support@nextiva.com

How to Set Up: Scheduling

Schedules are used to dictate when different call processing polices are activated/deactivated. You can setup multiple schedules for any week, or even holiday schedules. Schedules will need to be setup in order for many features to work correctly within the Nextiva platform. Please remember to create a working schedule as well as any after-hours schedule so that you can properly route calls throughout the day. 

Setting up a schedule from the portal:

1.   To add a schedule click Add and type in the Schedule name. There are two types of schedules, Holiday and Time. Holiday schedules are used to override time schedules to allow for alternate schedules to be used on selected days. A Time schedule is used for activating and deactivating call processing policies on an everyday basis. Once you select a type click OK to add the schedule.

2.   Each schedule can have multiple events to allow for complex call processing policies. Once a schedule is added it will show up under Schedules and can be selected by clicking on it. When you click on the schedule, it will open the Schedule Modify screen. This screen will allow you to add events to the schedule. To add an event, click Add. This opens the Event Add screen.

3.  Enter an Event Name. Enter a Start Date, Start Time, End Date, and End Time. To make this an all day event, check the box next to ALL Day Event. If you are going to have a Recurrence Pattern for this event then the Start Date and End Date are relative and the schedule will follow the Recurrence Pattern first. This means, if you put in today’s date for the start date, tomorrow’s date for the end date, and make the event active every Monday, then the event will go from Monday into Tuesday every week. 

4.  Recurrence Patterns can be set for this event so it will repeat. The event can be repeated Daily, Weekly, Monthly, or Yearly. You can also set an end date for this event after a set number of occurrences or have it end on a specific date.

·       Daily- The event is repeated every set number of days.

·       Weekly- The event is repeated every set number of weeks on selected days of the week.

·       Monthly- The event is repeated every set number of months on a selected day of the month. That day can be set based on date (such as the 1st of the month or 25 of the month) or by the specific day of the week within the month. For example, the second Tuesday of the month.

Yearly- This event is repeated every set number of years on a selected day of the year. That day can be set based on date (such as the 1st of a set month or the 25 day of that month) or by the specific day of the week within a set month. For example, the second Tuesday of November.

How to Install the NextOS Toolbar




 
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